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The Ongoing Battle at Sable Offshore – The Special Situations Report Episode 41

  • October 21, 2025

We apologize for the delay in this week’s episode, caused by AWS issues that impacted our podcast recording and processing platform.

Episode 41 of our weekly Special Situations Report Podcast is out and can be found on Spotify, YouTube and Apple Podcasts.

The Special Situations Report Podcast

We discussed four key special situations stories including:

  •  The merger of equals of the timber REITs Rayonier (RYN) and PotlatchDeltic (PCH)
  • A massive stock buyback at the credit card issuer Synchrony Financial (SYF)
  • Insider purchases amidst some fascinating developments at oil & gas company Sable Offshore (SOC), and
  • Starboard Value taking a stake in Keurig Dr Pepper (KDP)

Disclaimer: This podcast is for general informational and educational purposes only. The content does not constitute financial, investment, legal, or tax advice. We do not warrant the completeness or accuracy of the content or data provided in this podcast. Nothing discussed in this podcast should be interpreted as a recommendation to buy, sell, or hold any investment or security. Investing involves substantial risks, including the potential loss of principal. You should conduct your own research and due diligence before making any investment decisions.